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Integrated Wealth Concepts’s Eagle Materials EXP Stock Holding History

Integrated Wealth Concepts’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
+1,171
New +$249K ﹤0.01% 2046

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's EXP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Eagle Materials (EXP) in Q1 2026: 1,171 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings.

481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Integrated Wealth Concepts held 1,171 shares of Eagle Materials worth $222K as of Q1 2026.
  • Eagle Materials was a new Integrated Wealth Concepts position in Q1 2026.
  • Eagle Materials made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2046 holding.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.